News
Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
The Skerryvore Global Emerging Markets All-Cap Equity Fund rose by +0.85% in May, an outperformance of +0.45% compared with the MSCI Emerging Markets (MMEF) AUD benchmark which rose by +0.4%. Since inception in August 2021, the fund has...
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Performance Report: Rixon Income Fund
The Rixon Income Fund rose by +0.85% in May, an outperformance of +0.14% compared with the RBA Cash Rate + 5% benchmark which rose by +0.71%. Since inception in November 2022, the fund has returned +12.75% per annum, a difference of +4.4%...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund returned -4.26% in May, a difference of -1.73% compared with the ASX 200 Total Return benchmark which fell by -2.53%. Since inception in February 2009, the fund has returned +12.92% per...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) returned -2.87% in May, a difference of -0.42% compared with the FTSE EPRA/ NAREIT Developed NET TR benchmark which fell by -2.45%. Since inception in January 2016, the fund has returned +5.75%...
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Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund rose by +0.65% in May. Since inception in October 2009, the fund has returned +12.18% per annum, a difference of +1.53% relative to the All Countries World (AUD) benchmark which has returned +10.65% on...
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Performance Report: Kardinia Long Short Fund
The Kardinia Long Short Fund returned -3.1% in May, a difference of -0.57% compared with the ASX 200 Total Return benchmark which fell by -2.53%. Since inception in May 2006, the fund has returned +6.9% per annum, a difference of +0.69%...
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund returned -4.23% in May, a difference of -1.7% compared with the ASX 200 Total Return benchmark which fell by -2.53%. Since inception in February 2009, the fund has returned +11.5% per annum, a...
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Performance Report: Emit Capital Climate Finance Equity Fund
The Emit Capital Climate Finance Equity Fund returned -0.66% in May. Since inception in August 2019, the fund has returned +40.64% per annum, a difference of +31.82% relative to the All Countries World (AUD) benchmark which has returned...
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Performance Report: Delft Partners Global High Conviction Strategy
The Delft Partners Global High Conviction Strategy rose by +0.19% in May. Since inception in August 2011, the strategy has returned +14.26% per annum, a difference of +1.62% relative to the All Countries World (AUD) benchmark which has...
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Performance Report: PURE Resources Fund
The PURE Resources Fund rose by +0.26% in May, an outperformance of +7.44% compared with the S&P/ASX Small Resources TR benchmark which fell by -7.14%. Since inception in May 2021, the fund has returned +7.51% per annum, a difference of...
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